Lauren Wood

Lauren Wood

Portfolio Manager-Equities at Laird Norton Wetherby Wealth Management LLC

Finance
Consumer Services
Commercial Services

Profile

Ms. Lauren Wood, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2015.
She helps manage client portfolios and advise on financial planning topics such as tax planning, insurance, retirement, estate planning and investment management.
Additionally, she supports the firm’s manager selection process to select and evaluate a rich universe of investment opportunities that address the firm's client’s needs.
Ms. Wood was previously employed as an Associate by Credit Suisse Securities (USA) LLC (Broker) and a Principal by Analytica International, Inc. She received her B.S.
in Engineering Science from Vanderbilt University and an MBA from Columbia University.
She is also a Certified Financial Planner™ certificant.

Lauren Wood active positions

CompaniesPositionStart
Portfolio Manager-Equities 2014-12-31
All active positions of Lauren Wood

Former positions of Lauren Wood

CompaniesPositionEnd
Analyst-Equity 2014-12-30
Corporate Officer/Principal 2009-12-30
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Training of Lauren Wood

The Trustees of Columbia University in The City of New York Masters Business Admin
Vanderbilt University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Commercial Services

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